Area of Expertise -
Taxable

With over a combined century of experience at the institutional level of premier investment organizations, our consultants possess a perspective of the fixed income asset class that is generally inaccessible to private investors.

Our experience on both the buy side and sell side, as both institutional and private investors, has enabled us to create an access point for high new worth individuals to receive a qualified review of their fixed income portfolios.

Taxable consultants

Frederick Gaertner retired from the Chubb Corporation in 2013, where he served as a Senior Vice President in Chubb’s Investment Department for twenty-four years. During that time, he was responsible for all aspects of the management of Chubb’s $20 billion tax-exempt bond portfolio, including credit and interest rate strategies, security selection, portfolio surveillance, performance measurement, and […]